About Us

Our History

OSC is a second generation, family-owned and operated company and it shows in everything we do. As a client, you are an extension of our family. We are deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one.

As fully independent advisors, our mission is to provide investment management and financial planning in a transparent, listen-first approach. We have maintained our independence for over 50 years, evolving our strategies to help you accomplish your life goals.


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Fiduciary Role

For Some It’s A Guideline, But For Us, It’s Who We Are.

As fiduciaries, we put our clients’ needs ahead of our own. We go above and beyond the standard by educating and empowering our clients with all strategic options.

  • A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust.

What Sets Us Apart

Our team has over 100 years of combined financial services experience. We bring a rich history of credentialed financial service professionals from a multi-disciplinarian background. The result is a unique blend of best practices and years of refinement to our methodology offering our clients financial planning they understand and client service they can feel.

Meet the Team

Chad Bearden MBA

Wealth Advisor

David Beck AIF, CPFA

Sr. Wealth Advisor

Jordan Bingham

Wealth Advisor

Michele Brain

Sr. Client Experience Professional

Dale B. Dir


Shane D. Dir AIF, CPFA

President, CEO

Ron Elzig AIF

Managing Director, Sr. Wealth Advisor

Ashley Goggins

Director, Client Service Operations, Compliance

Jonny Magee

Wealth Advisor

Lexi Minder-Almanza

Client Experience Professional

Steve Rapkoch

Director, Retirement Plan Services

Andrew Turner Headshot

Andrew Turner CPFA

Wealth Advisor